KINGSWOOD WEALTH ADVISORS, LLC

Position in USB — US Bancorp \De\

CIK 1987855 SAN DIEGO, CA

Position in USB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$855,928

+$128,101 QoQ

Shares Held

14,171

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,024

of 2,052 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. USB ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RNST	Renasant Corp	71,322	$3,034,037
2	TFC	Truist Financial Corp	29,046	$1,447,071
3	KEY	Keycorp /New/	39,997	$921,930
4	PNC	Pnc Financial Services Group, Inc.	3,597	$885,653
5	USB	US Bancorp \De\ This page	14,171	$855,928
6	RF	Regions Financial Corp	27,615	$833,973
7	BUSE	First Busey Corp /Nv/	22,252	$656,434
8	FCNCA	First Citizens Bancshares Inc /De/	243	$505,631

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$855,928	14,171	+1.3%	Shares	Sole	2026-07-27
2026-03-31	$727,827	13,994	-2.5%	Shares	Sole	2026-04-28
2025-12-31	$766,249	14,360	+17.0%	Shares	Sole	2026-01-28
2025-09-30	$593,009	12,270	-0.3%	Shares	Sole	2025-10-23
2025-06-30	$556,846	12,306	+17.3%	Shares	Sole	2025-07-23
2025-03-31	$443,098	10,495	+3.4%	Shares	Sole	2025-07-25
2024-12-31	$485,235	10,145	-17.6%	Shares	Sole	2025-01-22
2024-09-30	$562,890	12,309	+5.5%	Shares	Sole	2024-10-21
2024-06-30	$463,219	11,668	+56.1%	Shares	Sole	2024-07-09
2024-03-31	$334,132	7,475	-4.3%	Shares	Sole	2024-04-15
2023-12-31	$337,930	7,808	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.